Annex Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Annex Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	BUY	$37.65 - $45.9 $403,871 - $492,369	10,727 New	10,727 $405,000
Q1 2022 Apr 13, 2022	SELL	$44.42 - $51.73 $103,232 - $120,220	-2,324 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$48.64 - $55.07 $15,613 - $17,677	321 Added 16.03%	2,324 $238,000
Q3 2021 Oct 18, 2021	SELL	$48.3 - $52.49 $9,708 - $10,550	-201 Reduced 9.12%	2,003 $200,000
Q2 2021 Jul 29, 2021	BUY	$48.39 - $52.91 $7,790 - $8,518	161 Added 7.88%	2,204 $230,000
Q1 2021 Apr 22, 2021	BUY	$43.89 - $52.63 $89,667 - $107,523	2,043 New	2,043 $205,000

1,119

230M

44.7K

32.4K

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Annex Advisory Services, LLC with notifications on news.